作者：克里斯·奇尔顿

8小时前https://www.carscoops.com/wp-content/uploads/2023/09/Screenshot-2023-09-13-at-14.02.36-1024x575.jpg

西方汽车制造商正在努力研究他们将如何应对来自中国的廉价电动汽车浪潮，他们有了一个新的盟友。欧盟监管机构透露，他们正在考虑对进口的中国电动汽车征收关税，以与本土品牌公平竞争。

欧盟委员会同意某些西方汽车老板的观点，即中国汽车工业受益于国家补贴，使中国品牌能够保持令人难以置信的低价，从而获得不公平的优势。欧盟委员会本周宣布，它正在展开一项调查，以确定是否应该征收关税，并有长达13个月的时间来做出裁决。

“全球市场现在充斥着更便宜的电动汽车。他们的价格被巨额国家补贴人为地保持在低位，“欧盟委员会主席乌尔苏拉·冯德莱恩告诉欧盟立法者。Stellantis首席执行官卡洛斯·塔瓦雷斯（Carlos Tavares）等汽车行业资深人士已经对西方汽车制造商与中国品牌正面竞争的能力表示担忧。

相关：全球对中国汽车前所未有的需求超过运输能力https://www.carscoops.com/wp-content/uploads/2021/08/2022-BMW-iX3-20-1024x684.jpg

像iX3这样的中国制造的宝马也可能受到关税的影响。

今年早些时候，塔瓦雷斯警告说，未来的“可怕战斗”即将到来，他的老东家雷诺在7月宣布希望将电动汽车生产成本削减40%。欧盟声称，中国电动汽车目前占欧洲电动汽车市场的8%，到2025年这一数字几乎翻一番。不难理解为什么广受好评的MG4的价格比其大众ID.4竞争对手低一万欧元（11000美元）以上。

欧洲的威胁比美国更大，因为美国中国汽车已经面临高额进口关税，尽管吉利旗下的沃尔沃等品牌能够抵消从美国工厂出口的汽车中获得的信用额度。欧洲也注意到十年前自己的太阳能产业是如何被来自中国的廉价电池板消灭的，但与此同时，汽车行业的一些人士认为，如果中国当局进行报复，欧盟需要谨慎行事。

西方汽车制造商的大部分收入都依赖中国市场，如果中国以自己的关税进行反击，收入可能会受到严重影响。这并不是西方品牌面临的唯一危险。具有讽刺意味的是，欧盟关税也可能损害这些西方品牌，因为包括特斯拉、雷诺和宝马在内的汽车制造商也在中国设有生产基地，并向欧洲出口汽车。

标签 宝马 中国 欧洲工业 MG 价格 生产 雷诺报告 斯特兰蒂斯 特斯拉

原文

EU Considers Tariffs To Stop Chinese EV Invasion And Protect Its Automakers

Some EU regulators and car execs say Chinese EVs ‘flooding’ global markets are priced artificially low through state subsidies

by Chris Chilton

8 hours ago

Western carmakers struggling to work out how they’re going to handle the incoming wave of cheap electric cars from China have a new ally. Regulators from the European Union have revealed they’re considering applying tariffs to imported Chinese EVs to level the playing field with home-grown brands.

The European Commission shares the view of certain Western car bosses that China’s auto industry benefits from state subsidies that give it an unfair advantage by enabling Chinese brands to keep prices incredibly low. The Commission announced this week that it was launching an investigation to see if tariffs should be applied, and has up to 13 months to deliver its verdict.

“Global markets are now flooded with cheaper electric cars. And their price is kept artificially low by huge state subsidies,” European Commission President Ursula von der Leyen told fellow EU lawmakers, as reported by Reuters. Senior car industry figures such as Stellantis CEO Carlos Tavares have already expressed concern about the ability of Western automakers to compete head-on with Chinese brands.

Related: Unprecedented Global Demand For Chinese Cars Outstrips Shipping Capacity

Chinese-built BMWs like the iX3 could also be affected by tariffs

Earlier this year Tavares warned of the “terrible fight” that lay ahead, and in July his old employer Renault announced that it wanted to cut EV production costs by 40 percent. The EU claims Chinese EVs now account for 8 percent of the European EV market, a figure that could almost double by 2025. It’s not hard to understand why when the critically acclaimed MG4 is available for more than €10,000 ($11k) less than its VW ID.4 rival.

The threat is bigger in Europe than in the U.S. where Chinese cars already face high import duties, though brands such as Geely-owned Volvo are able to offset these against credits earned from vehicles they export from U.S.-based factories. Europe is also mindful of how its own solar industry was wiped out a decade ago by cheap panels coming in from China, but at the same time some in the auto industry think the EU needs to tread carefully in case of retaliation by Chinese authorities.

Western carmakers rely on the Chinese market for a large chunk of their revenue and if China fires back with tariffs of its own, that revenue could be badly affected. And that’s not the only danger Western brands face. Ironically, EU tariffs could potentially hurt those Western brands too, because automakers including Tesla, Renault and BMW also have production sites in China and exports vehicles to Europe.